Retirement plan

CASIE 403(B) RETIREMENT PLAN

Name: THE CENTER FOR ADVANCEMENT AND STUDY OF INTERNATIONAL EDUCATION, INC. - CASIE 403(B) RETIREMENT PLAN (2022) Form 5500
Creator: THE CENTER FOR ADVANCEMENT AND STUDY OF INTERNATIONAL EDUCATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASIE 403(B) RETIREMENT PLAN, THE CENTER FOR ADVANCEMENT AND STUDY OF INTERNATIONAL EDUCATION, INC.

THE CENTER FOR ADVANCEMENT AND STUDY OF INTERNATIONAL EDUCATION, INC.EIN 58-2557142Plan #001PY 2022

2635 CENTURY PARKWAY NE, SUITE 125 - ATLANTA, GA 303453159404-848-9044

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$463K

-12.9% from 2021

Total participants

0.0% from 2021

Average account balance

$57,923

-12.9% from 2021

Annual return

-22.70%

-42.74 pp from 2021

Benchmarks

See 6,933 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,933 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$100K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$995 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.289%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,923

$67,372-14.0%

$60,906-4.9%

$134,532-56.9%

Participation rate

100.0%

76.2%+23.8pp

73.1%+26.9pp

81.2%+18.8pp

Annual return

-22.70%

50.05%-72.7pp

16.94%-39.6pp

418.27%-441.0pp

Employer contribution / active EE

$2,750

$3,099-11.3%

$2,703+1.7%

$4,741-42.0%

Participant deferral / active EE

$6,499

$4,532+43.4%

$3,814+70.4%

$6,401+1.5%

Admin fee / account holder

$746

$4,588-83.7%

$3,227-76.9%

$11,429-93.5%

CASIE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASIE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion